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August 2021

Tax Law Changes and the Impact on your Organization and Your Donors

August 30 @ 12:00 pm
Unnamed Venue Austin, TX United States
Frank Leffingwell

Frank will present a current state of our economy and tax laws. Frank will also advise on important information that development professionals need to know to help their donors make charitable gift decisions that will maximize benefits to the donor and to your charitable organization.

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May 2021

Promo Strategies – Leveraging DAFs

May 3 @ 12:00 pm
Virtual
Claire Axelrad

The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. Between 2017 and 2018 there was a 55% increase in the number of DAF accounts. And DAFs accounted for 12.7% of overall philanthropy in 2018 compared with just 4.4% in 2010.

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April 2021

How to Use Social Media to Inform, Inspire, and Connect with Donors

April 5 @ 12:00 pm
Virtual

Brooke McMillan will be speaking on Social Media in Planned Giving.

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February 2021

Long-Distance Relationships: What to Do When You Can’t Travel

February 8 @ 11:00 am
Virtual

Planned giving is a relationship business, and that doesn’t stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn’t managed properly.

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November 2020

Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

November 9, 2020 @ 11:00 am
Rebecca Bibleheimer

The current tax law landscape has left us with a challenging and at times formidable tax planning environment. The silver lining of this situation is the fertile ground it provides for charitable planning and the opportunity for philanthropic individuals to make their important legacy gifts.

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September 2020

The SECURE and CARES Acts: Strategies for Planned Giving

September 28, 2020 @ 11:00 am
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions. As professionals who work with donors and clients to help them achieve their philanthropic and legacy goals, we need to understand these changes and how they might affect our clients’ and donors’ decisions around philanthropy.

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August 2020

Gifts Gone Bad: Can you REALLY draft to preserve charitable intent?

August 31, 2020 @ 11:00 am
Susan Staricka

Perspectives from a former State Charity Official

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April 2020

The SECURE Act – Strategies for Planned Giving

April 6, 2020 @ 11:00 am - 12:00 pm
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions.

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February 2020

Leaving a Legacy: A New Look at Planned Giving Donors

February 3, 2020 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Sarah W. Williams

This presentation will focus on findings received from Giving USA’s Special Report, “Leaving a Legacy: A New Look at Planned Giving Donors.” Sarah chaired the Giving USA Foundation’s committee responsible for publishing the report and will highlight and discuss findings around:

Who is most likely to make a planned giving and their motivations
The importance of building lifelong, personal relationships with current and future donors
The benefit of receiving planned gifts of all sizes and how to engage different types of donors

Sarah will also highlight analytics Marts & Lundy uses to segment prospect populations and forecast opportunity in the context of planned giving and the “Leaving a Legacy” report.

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December 2019

Fueling Your Mission: Capitalizing on Gifts of Oil & Gas

December 9, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Joe Hancock

As drilling technologies have made significant breakthroughs, oil and gas production has increased dramatically over the past two decades, allowing production in states where none existed previously. Approximately 34 states now realize substantial mineral production each year, creating opportunities for philanthropy that were not formerly available. Attendees will learn from the experiences of an organization that has almost ninety years of minerals management exclusively for nonprofit organizations. This session will equip gift planners to cultivate and close gifts of oil and gas interests, discuss ongoing management of these assets, address the applicability of partial interest and unrelated business income rules, and clarify environmental and valuation issues.

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